Privacy Policy

Introduction

Conversati ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our conversational CRM and workflow automation platform.

By using Conversati, you agree to the collection and use of information in accordance with this policy.

Information We Collect

Account Information

When you create an account, we collect:

• Email address
• Name (optional)
• Company information (optional)
• Password (encrypted)

CRM Data

When using our CRM features, you may provide:

• Contact information (names, emails, phone numbers)
• Company records and relationships
• Deal and pipeline information
• Activity logs and notes
• Communication history

Documents

You may upload documents to our document intelligence feature, including:

• Contracts and agreements
• Proposals and presentations
• Meeting notes and transcripts
• Other business documents

Usage Information

We automatically collect:

• Log data (IP address, browser type, pages visited)
• Device information
• Usage patterns and feature interactions
• Conversation data with our AI assistant

How We Use Your Information

We use the collected information to:

• Provide and maintain our service
• Process your CRM data and workflows
• Generate AI-powered insights and responses
• Search and retrieve information from your documents
• Improve and optimize our platform
• Send important service updates and notifications
• Provide customer support
• Detect and prevent fraud or abuse
• Comply with legal obligations

Data Storage and Security

Security Measures

We implement industry-standard security measures including:

• End-to-end encryption for data in transit (TLS/SSL)
• Encryption at rest for stored data
• Regular security audits and vulnerability assessments
• Multi-tenant isolation with Row Level Security
• Secure authentication with magic links
• CSRF protection for all state-changing requests

Data Location

Your data is stored on secure servers provided by Supabase (PostgreSQL) and may be processed by OpenAI for AI features. We ensure all third-party providers meet our security standards.

Data Sharing and Disclosure

We do not sell your personal information. We may share your information only in the following circumstances:

• Service Providers: Third-party vendors who help us operate our platform (e.g., hosting, AI processing)
• Legal Requirements: When required by law or to protect our rights
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you explicitly authorize us to share specific information

Your Rights and Choices

You have the following rights regarding your data:

• Access: Request a copy of your personal data
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your account and data
• Export: Download your data in a portable format
• Opt-out: Unsubscribe from marketing communications
• Object: Object to certain data processing activities

To exercise these rights, contact us at privacy@conversati.com

Cookies and Tracking

We use cookies and similar technologies to:

• Maintain your session and authentication
• Remember your preferences
• Analyze usage patterns and improve our service
• Enable A/B testing for feature improvements

You can control cookies through your browser settings, but this may limit some functionality.

Data Retention

We retain your information for as long as your account is active or as needed to provide services. When you delete your account, we will delete or anonymize your personal data within 30 days, except where we must retain it for legal or regulatory purposes.

Children's Privacy

Conversati is not intended for users under 18 years of age. We do not knowingly collect information from children. If you believe we have collected information from a child, please contact us immediately.

International Users

If you are accessing Conversati from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States and other countries where our service providers operate.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through a notice on our platform. Your continued use of Conversati after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions or concerns about this Privacy Policy, please contact us: